We can identify your financial priorities and objectives, and then develop a strategy around this to meet your needs.

Wealth management combines financial planning and investment strategies to maintain and grow your wealth. It works alongside investment management, encompassing retirement planning, inheritance tax and estate planning, and more.

At Zodiac Wealth, because of our expertise of understanding markets, investment structures, tax, protection, risk and of course you - does mean we will help you in getting the best fit for your medium and long term financial well-being and retirement journey.

Start your financial journey with us to unlock the potential to grow your long-term wealth

With our extensive knowledge of financial planning for both individuals and companies, we can give you the options that are most tax efficient and will best suit your circumstances.

Our Services Include

Retirement Planning

It’s good to start thinking about your retirement options, and the choices you’ll need to make. We can advise you in investing in your pension and identifying the lifestyle you would like to plan for during your retirement.

Investments & Savings

By understanding your needs and providing flexible investment options, we can help you to meet your financial goals. Both investing and saving can help you make your money work harder.

Wealth Management

Protecting and Managing Wealth is key to what we do. Providing a personal service, based on your needs and objectives in order to build and safeguard your long-term prosperity.

Wills & Trusts

Wills and trusts are both important ways of giving yourself the peace of mind that your assets will benefit your loved ones in the way you wish.

Tax & Estate Planning

We know how important it is to minimise the impact tax has on your investments and assets is in order to leave your legacy to your beneficiaries.

Business Advice

Corporate financial planning means making sure you've taken all the right measures to be in the best position to achieve your business goals, grow your business and protect it.

If you’ve been putting off financial planning, give us a call.
We would be happy to talk with you.